See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,469 | $88,751-75.8% | $81,812-73.8% | $145,922-85.3% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 9.26% | 1025.40%-1016.1pp | 773.79%-764.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,161 | $3,083-62.3% | $2,912-60.1% | $4,660-75.1% |
| Participant deferral / active EE | $2,216 | $4,643-52.3% | $4,319-48.7% | $6,688-66.9% |
| Admin fee / account holder | $1,153 | $8,415-86.3% | $7,386-84.4% | $13,397-91.4% |